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Whom Should You Choose as a Trustee?
September 1, 2024When drawing up your estate plans, you might find it useful to create a revocable or irrevocable trust, either of which can help your estate avoid probate court and give you significant control over how and when your assets are distributed. But who should oversee your trust?
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Build an Estate Plan With Our Help
January 3, 2023Broadly speaking, an estate plan (either a will-based estate plan or a trust-based estate plan) encompasses the accumulation, conservation, and distribution of an estate. A good estate plan will enhance and maintain the financial security of individuals and their families.
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How to Choose a Trustee
January 2, 2023When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect income, pay bills and taxes, buy and sell property, provide for your loved ones, and generally keep things organized and in good order.
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Legal Documents
January 2, 2023Don't wait until it's too late to initiate the planning of your legal and financial matters.
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The Peace of Pre-Planning
January 1, 2023When discussing end-of-life matters, prioritizing funeral pre-planning is crucial to help ease the burden on family members.
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Understanding Living Trusts
January 1, 2023Contrary to what you've probably heard, a will may not be the best plan for you and your family. That's primarily because a will does not avoid probate when you die. A will must be validated by the probate court before it can be enforced.
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What Are Medicaid Asset Protection Trusts?
January 1, 2023If your assets are above the resource limit that would allow you to qualify for Medicaid, you may be able to engage in planning that will allow you to qualify for Medicaid. This planning often involves establishing a Medicaid Asset Protection Trust (MAPT) or an equivalent planning device permitted under your state’s laws.
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